TRUIST INVESTMENT SERVICES, INC.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 17499
- Registered since
- February 7, 1986
- Website
- www.truist.com
Firm profile
FINTRXOverview
Truist Investment Services, Inc. is a corporate independent broker-dealer that has been SEC-registered since 1986. The firm is identified as owned by a combination of a domestic entity and an individual. FINTRX flags it as not being a capital allocator and not an active ESG investor; it is also not listed as a multi-state adviser, a pension consultant, or a related adviser in the available data. Specifics on advisory activities, fee arrangements, or the firm’s typical client segments were not provided in the source dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5YVONNE PRIDEMORE
Chief Administrative OfficerCRD 4281100
EVELYN CALLENDER
CFOCRD 7591739
CECILIA MAVICO
Chief Operating OfficerCRD 3261303
Contacts
3 of 2066GORDON KELLAM
Managing Director, Financial AdvisorCRD 4427173
Brittany Cobb
Private Banking AdvisorCRD 6788667
WILLIAM LUPI
Premier BankerCRD 4564555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 303 Peachtree St NE
- Time zone
- ET (UTC-5)
- Office locations
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